CRD: 159702
Silicon Valley Wealth Management Solutions, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-06-2012
- Office Locations
- 1
Office Locations
About Silicon Valley Wealth Management Solutions, Inc.
Silicon Valley Wealth Management Solutions (Silicon Valley Wealth Advisors) is a Bay Area fiduciary practice now partnered with California-based Allworth Financial. The team serves clients in the Half Moon Bay and San Jose region with wealth management and financial planning, including portfolio construction, tax/estate and charitable planning, and insurance guidance. Investment implementation commonly uses ETFs, index funds, and mutual funds, backed by Allworth’s added resources and technology and its NBRI “Best in Class” recognition.
Team overview
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Investment Themes
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Technology
Owner & Executives
TODD AUSTIN SMITH
Chief Compliance Officer, President, Wealth Management Advisor
- CRD
- #2756926
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $50,947,896 | $170,771 |
| Total | $50,947,896 | $170,771 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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